J O Hambro Capital Management (JOHCM) and StatPro's Client
Reporting module
Background
J O
Hambro Capital Management (JOHCM) was formed in 1993 and today has
over 85 employees and £2.3 billion of funds under management (as at
30 September 2008). JOHCM is dedicated to managing specialist funds
and segregated portfolios for sophisticated investors, setting and
adhering to a clearly defined style and investment
process.
How it all began
JOHCM prides itself in offering an alternative to the large
traditional fund management firms that dominate the market, hence
its client reporting
needed to be accurate, timely and clearly presented.
JOHCM identified the following objectives at the outset of the
project:
- to enable JOHCM to produce all their required reports in-house
using a client reporting tool
- to automate monthly reporting
- to enhance the quality of those monthly reports
The company's website was the key delivery mechanism through
which client reporting was to be enabled.
The
Solution
JOHCM uses StatPro's client reporting solution, a product
specifically designed for asset managers. The tool is a powerful
and flexible client reporting solution which generates and
distributes fact sheets and client valuation statements.
Fact sheets and monthly portfolio reviews (MPRs) are now
produced by JOHCM using the client reporting module.
95% of monthly fund data shown on the JOHCM website is drawn
from a StatPro analytics reporting tool produced SQL database
through their website's Content Management System (CMS).
Results
By using SCR JOHCM have achieved automation in generating their
monthly reports (factsheets and MPRs) for all of the Funds that
they manage. In addition the system generates performance
charts for monthly fund presentations and a performance and risk
statistics report for institutional investors on a quarterly
basis.
Rachel Doyle, Marketing Manager commented "The client reporting
tool enables us to generate automated monthly fund factsheets and
monthly portfolio reviews as well as automatic updates of
performance charts in a number of our presentations"
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